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Arete Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Arete Wealth Advisors’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,923
Closed -$619K – 396
2025
Q3 		$619K Buy
7,923
+3,035
+62% +$235K 0.04% 379
2025
Q2 		$378K Buy
4,888
+624
+15% +$47.5K 0.03% 497
2025
Q1 		$326K Buy
+4,264
New +$322K 0.02% 502
2018
Q1 		– Sell
-4,406
Closed -$369K – 323
2017
Q4 		$369K Buy
4,406
+723
+20% +$60.9K 0.12% 205
2017
Q3 		$312K Buy
3,683
+805
+28% +$68.4K 0.12% 202
2017
Q2 		$243K Buy
2,878
+144
+5% +$12.2K 0.11% 201
2017
Q1 		$229K Sell
2,734
-7,923
-74% -$660K 0.1% 173
2016
Q4 		$885K Buy
10,657
+671
+7% +$57K 0.41% 58
2016
Q3 		$875K Buy
9,986
+580
+6% +$50.9K 0.5% 47
2016
Q2 		$828K Buy
9,406
+3,108
+49% +$269K 0.52% 43
2016
Q1 		$543K Hold
6,298
– – 0.32% 58
2015
Q4 		$523K Buy
6,298
+4
+0.1% +$337 0.32% 57
2015
Q3 		$534K Hold
6,294
– – 0.42% 52
2015
Q2 		$528K Buy
6,294
+11
+0.2% +$935 0.36% 65
2015
Q1 		$542K Buy
6,283
+6
+0.1% +$515 0.35% 74
2014
Q4 		$532K Buy
6,277
+122
+2% +$10.4K 0.38% 69
2014
Q3 		$519K Hold
6,155
– – 0.39% 60
2014
Q2 		$521K Buy
6,155
+91
+2% +$7.65K 0.41% 65
2014
Q1 		$505K Buy
6,064
+1
+0% +$83 0.47% 55
2013
Q4 		$495K Buy
+6,063
New +$506K 0.49% 52

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Arete Wealth Advisors's BIV Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 7,923 shares — an estimated $619K sold.

Arete Wealth Advisors first reported a position in BIV in Q4 2013 and held it in 20 quarters. The position peaked at $885K in Q4 2016. 978 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,923 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $619K.
  • Arete Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2013 and held it in 20 quarters.
  • Arete Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $885K in Q4 2016.
  • 978 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.